Institutional Ownership J P Morgan ETF Tr Nasdaq Equit (JEPQ)
This table provides information about the institutional ownership of J P Morgan ETF Tr Nasdaq Equit (JEPQ). We have compiled data on the 923 institutions that hold shares in the stock, with a total of 178 Million shares, which have been reported (via 13F filing form) to have a value of $10.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mc Adam, LLC
|
Oct 29, 2025 Q3 2025 |
4,843
shares
|
$280,022
0.01% of portfolio
|
Q3 2025
Reduced 6.76%
|
|
|
Clearstead Trust, LLC
Portland, ME |
Nov 10, 2025 Q3 2025 |
4,833
shares
|
$279,444
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Aurdan Capital Management, LLC
Wayne, PA |
Jan 09, 2026 Q4 2025 |
4,785
shares
|
$276,668
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Cfo4 Life Group, LLC
|
Nov 07, 2025 Q3 2025 |
4,715
shares
|
$272,621
0.04% of portfolio
|
Q3 2025
Added 0.86%
|
|
|
Catalyst Private Wealth, LLC
|
Jan 14, 2026 Q4 2025 |
4,698
shares
|
$271,638
0.16% of portfolio
|
Q3 2025
New holding
|
|
|
Kapstone Financial Advisors LLC
Dayton, OH |
Nov 07, 2025 Q3 2025 |
4,687
shares
|
$271,002
0.13% of portfolio
|
Q3 2025
New holding
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 12, 2025 Q3 2025 |
4,670
shares
|
$270,019
0.0% of portfolio
|
Q3 2025
Reduced 28.91%
|
|
|
Fountainhead Am, LLC
Warren, NJ |
Oct 21, 2025 Q3 2025 |
4,652
shares
|
$268,978
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Meridian Wealth Management, LLC
|
Nov 04, 2025 Q3 2025 |
4,648
shares
|
$268,747
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Ritholtz Wealth Management
|
Jan 22, 2026 Q4 2025 |
4,643
shares
|
$268,458
0.01% of portfolio
|
Q4 2025
New holding
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Jan 12, 2026 Q4 2025 |
4,637
shares
|
$268,111
0.06% of portfolio
|
Q4 2025
Added 8.16%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Oct 28, 2025 Q3 2025 |
4,630
shares
|
$267,706
0.03% of portfolio
|
Q3 2024
Added 27.55%
|
|
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
Oct 24, 2025 Q3 2025 |
4,600
shares
|
$265,972
0.11% of portfolio
|
Q2 2025
Added 12.2%
|
|
|
Granite Harbor Advisors, Inc.
Houston, TX |
Oct 22, 2025 Q3 2025 |
4,592
shares
|
$265,509
0.11% of portfolio
|
Q3 2025
Added 2.55%
|
|
|
Pvg Asset Management Corp
Golden, CO |
Dec 31, 2025 Q3 2025 |
4,508
shares
|
$260,652
1.16% of portfolio
|
Q3 2025
New holding
|
|
|
Keystone Financial Group
|
Nov 17, 2025 Q3 2025 |
4,407
shares
|
$254,812
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Tompkins Financial Corp
|
Jan 08, 2026 Q4 2025 |
4,344
shares
|
$251,170
0.02% of portfolio
|
Q3 2025
Added 0.77%
|
|
|
Dudley Capital Management, LLC
Middleburg, VA |
Oct 29, 2025 Q3 2025 |
4,335
shares
|
$250,649
0.11% of portfolio
|
Q3 2025
Added 0.23%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Jan 20, 2026 Q4 2025 |
4,324
shares
|
$250,013
0.09% of portfolio
|
Q4 2025
Added 2.85%
|
|
|
Wellington Shields Capital Management, LLC
New York, NY |
Nov 05, 2025 Q3 2025 |
4,300
shares
|
$248,626
0.04% of portfolio
|
Q1 2024
Reduced 21.82%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
4,280
shares
|
$247,469
0.02% of portfolio
|
Q3 2025
Reduced 0.49%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
Oct 31, 2025 Q3 2025 |
4,260
shares
|
$246,313
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
Jan 14, 2026 Q4 2025 |
4,250
shares
|
$245,735
0.06% of portfolio
|
Q4 2025
New holding
|
|
|
Vista Wealth Management Group, LLC
|
Apr 17, 2025 Q1 2025 |
4,250
shares
|
$245,735
0.01% of portfolio
|
Q1 2025
Added 3.91%
|
|
|
Rollins Financial Advisors, LLC
Atlanta, GA |
Nov 10, 2025 Q3 2025 |
4,249
shares
|
$245,677
0.04% of portfolio
|
Q3 2025
New holding
|
|